Training Metrics: Chart Overdue Training by User

This page contains examples of charting overdue training by user using Grand Avenue’s internal charting tool and Excel. Questions to help determine the appropriate training record search criteria are at How do I select the correct data to show my training metrics?

Collect Training Data

1. Click Search for Training Records.

2. If applicable, select search criteria

   1. Training Item Type [Blank/Deviation Request/Document/General Training Item]

   2. Training Status [Blank/Incomplete Training/Incomplete Certification/Complete]

   3. User Assigned to Complete [Blank/Yes/No]

   4. Training Overdue? [Blank/Yes/No]

   5. Training-related dates

3. Clear the Max # of Items to Find.

4. Click the Search button.

Training metrics using Grand Avenue’s internal charting tool

Click Generate Chart for Results to create a chart of training records.

Select the chart options shown below and click Generate Chart.

If the search results include only overdue records, the secondary chart method is not needed.

The charts above show the users with the top ten number of training records. Users outside of the top ten are combined into the “Other Values” group. The number of users displayed on the chart cannot be changed.

Training metrics using Excel

Charts generated in Excel from exported data take more time to create but have a full range of flexibility in how the data is presented.

Click the Export Results to Excel link on the search results page.

On the next page, click the Export Results to Excel button. Open the exported CSV file and save it as an Excel Workbook (*.xlsx). In the Excel workbook, click Insert → PivotTable. When prompted, place the PivotTable on a new worksheet.

Select the PivotTable fields shown below.

1. Drag the User field to the Rows box.

2. Drag the Training Overdue? field to the Columns box.

3. Drag the Training Overdue? field to the Values box.

Here’s the PivotTable generated from the fields selected above.

Select the Pivot Table and click Insert → PivotChart. Here’s the corresponding PivotChart.

To display only the overdue training records, go back to the PivotTable, click the arrow next to Column Labels, and deselect Overdue? = “No”.

Here’s the resulting PivotChart of overdue training by employee.